“We have written the website in plain language that’s free of jargon, so that investors can understand the content better and develop confidence with their finances,” said Tom Hamza, president of Investor Education Fund. “Investors can learn important topics such as how compounding works or the impact that fees have on mutual fund returns. Navigating is intuitive, so investors can quickly find the information they’re looking for.”
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
